AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

November 23, 2019

AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs.

(9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model.

(27:58) A listener from New Mexico asks about filing for Social Security before full retirement age.

(32:35) A listener from an unknown state praises “Gym & Piss’s” podcast (or should they be called Gin & Tonic instead??) 🙂

(37:30) A New Jersey listener asks an RMD question as it relates to deferred variable annuities which have since been annuitized.

Podcast: Play in new window | Download (Duration: 1:12:39 — 33.3MB)

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